Trust Operations Supervisor
Core
Manage transactional and account activity processing for Columbia Private Trust, ensuring compliant, accurate, and timely handling of client, asset sponsor, and third-party requests.
Role type
Senior IC Trust Operations Supervisor
Builds
Trust accounting transactions and client service workflows
Domain
Financial services / Private Trust / Securities processing
Deliverable
production ML models | product features | dashboards & analysis | research | client delivery | infrastructure | physical/clinical work
Required skills
Securities transaction processing, Trust accounting, Quality control review, Team leadership, Mentoring and coaching, Performance evaluation, Hiring and firing, Process improvement, Regulatory compliance knowledge, Client escalation resolution
Preferred skills
Alternative investment experience, Certified IRA Services Professional (CISP), Self Directed IRA Industry Professional (SDIP)
Technologies
Salesforce, Microsoft Office, Windows environment
Responsibilities
Review and approve securities transactions in the trust accounting system; oversee daily team processes and quality assurance reviews; provide mentoring, coaching, and training to team members; handle grievances, scheduling, and performance evaluations; resolve complex transactions involving regulatory sensitivity and client escalations; partner with Sales and Relationship Management on High Net Worth accounts.
Seniority
Senior, hands-on IC with supervisory duties